Original filing (PDF)20250724123940NAL0005977024001

SPIEGEL & BARBATO L.L.P.

Name: SPIEGEL & BARBATO L.L.P. — SPIEGEL & BARBATO L.L.P. 401(K) PLAN, Form 5500 (2024)
Creator: SPIEGEL & BARBATO L.L.P.

Form 5500-SF

FILING_RECEIVED

SPIEGEL & BARBATO L.L.P. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$140K

Net assets (EOY)

$140K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SPIEGEL & BARBATO L.L.P..

Plan sponsor

Name

SPIEGEL & BARBATO L.L.P.

EIN

13-4010839all filings

Address

2622 EAST TREMONT AVENUE · BRONX, NY · 104612806

Phone

(718) 828-8200

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

SPIEGEL & BARBATO L.L.P.

EIN

13-4016839

City

BRONX, NY

Phone

(718) 828-8200

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-24

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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